Hi Reader - Thank you to those of you who attended the webinar live this morning with Erin and I! You brought the questions for sure! As promised here is a link to the recording. Feel free to spread the word by forwarding the recording link along to your fellow entrepreneurs who may not be aware of these changes! Click here --> WEBINAR RECORDING Here are a few of the key takeaways: In Washington State - Starting Oct 1, 2025, additional retail (sales) tax applies to specific digital services...
4 months ago • 1 min read
Hi Reader - Wow — after last week’s newsletter (you can find it here) about the new WA sales tax rules, my inbox has been overflowing with questions. You’re not alone — this change is confusing even for us accountants! That’s why I’m teaming up with my friend and fellow firm owner, Erin Pohan of UpKeeping to host a FREE LIVE WEBINAR this Friday to share updates on the new Digital Automated Services (DAS) tax and how it might impact your business . We’ll cover: ✨ What's changing ✨ Who it...
4 months ago • 1 min read
Are you a Service Based Business in WA State? Hey there, Reader - Hope you're CRUSING IT and also enjoying this beautiful 'almost' fall weather! Enough of the small talk... I've got something very important for you today! If you are a SERVICE BUSINESS in Washington State, this newsletter is the MOST IMPORTANT thing you'll read today! Quick heads up: Washington State has some important tax changes coming October 1st that might affect your business. Does this apply to you? ✅ YES - If you're a...
4 months ago • 2 min read
Time for Some Real Talk About Your Business Hey there, Reader - I hope you managed to squeeze in some BBQ, fireworks, and maybe even a little R&R over the long holiday weekend! There's something magical about a long weekend that gives us just enough time to step back and think about the bigger picture, right? And speaking of stepping back... I know... I know... it's been a hot minute since my last newsletter! Life (and college baseball) has a way of keeping us all busy in the spring. But I'm...
6 months ago • 3 min read
BOI Reporting UPDATE I'm gonna cut right to the chase ('cause this one's critically important, and I've been remiss on getting my newsletter out --- been out and about visiting some sunny places lately! So PLEASE READ the updates below! NEW BOI DUE DATE: March 21, 2025 TLDR: Guess what? There's a new ruling on the BOI Reporting case. Most businesses are now (once again) 'REQUIRED' to file a BOI Report!!! DUE DATE: MARCH 21, 2025 Here's what the FinCen website has to say , and I quote: "ALERT...
11 months ago • 2 min read
HAPPY NEW YEAR!!! I cannot believe that we are almost halfway through January! One of my boys is already back in Hawaii at college for spring semester. The older one goes back next week for his very last semester in college and will be graduating in May. Am I really old enough to have 2 boys that are almost finished college? I tried to disconnect and spend as much time as I could with them. But, it's never enough <sigh>. How about you? Were you able to 'close shop' and get some quality time...
about 1 year ago • 4 min read
Can you believe it, Reader? 2024 is coming to a close. It's time to reflect on the last 12 months, cherish your time with friends and family, and get geared up for an amazing 2025! But before that... there's just a few things left to wrap up the year! Extended DEADLINE for BOI Reporting TLDR: The deadline for BOI Reporting per the Corporate Transparency Act (CTA) has been pushed to January 13, 2025. For all the details, check out this article from the Journal Of Accountancy. Remember a few...
about 1 year ago • 3 min read
I'm Grateful for you! Happy Thanksgiving, Reader! I am so very grateful to have you as part of my network! Thank you for supporting my small business... and being part of my world. :-) I hope that your able to spend time next week with friends and family and eat as much as you want! Thanksgiving is my favorite holiday. Can you say LEFTOVERS?? Is it time for a FINANCIAL CHECK-IN? Have you ever thought, "How’s my business really doing?" As we wrap up the year, now's the perfect time to peek...
about 1 year ago • 2 min read
“ Never take your eyes off the cash flow because it's the life blood of business — Richard Branson, Sept 2021 Thanks for registering for our Workshop Thank you to those of you who were able to join the workshop live yesterday. For those of you that couldn't make it, we missed you! But have no fear, you can still catch the replay! Here is the link to access the recording. And don't forget to download your FREE copy of 'The 16 Parts of Your Business' eBook. It covers the areas of your business...
about 1 year ago • 1 min read